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SJB vs HYGH

ProShares Short High Yield vs iShares Interest Rate Hedged High Yield Bond ETF

SJB

ProShares Short High Yield

Annual cost

0.95%

Fund size

$67M

HYGH

iShares Interest Rate Hedged High Yield Bond ETF

Annual cost

0.52%

Fund size

$529M

Key differences

Both SJB and HYGH are fixed income ETFs. SJB charges 0.95% a year and HYGH 0.52%. The main difference: SJB follows a inverse strategy; HYGH uses index tracking.

  • SJB follows a inverse strategy; HYGH uses index tracking.
  • HYGH costs 0.43% less per year.
  • HYGH is much larger than SJB. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, HYGH has delivered higher annualized returns.

Side-by-side comparison

SJBHYGH
Annual cost (TER)0.95%0.52%
Fund size (AUM)$67M$529M
Since20112014
Dividend yield3.44%6.65%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyinverseindex tracking
CAGR 1Y-0.2%+7.8%
CAGR 3Y-2.0%+10.1%
CAGR 5Y-0.5%+7.0%
Sharpe 3Y-1.021.14
Volatility 1Y3.84%3.66%
Max drawdown-34.57%-23.88%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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